Seven Post Investment Office LP

San Francisco, CA

$352m in 42 US stocks at the end of 30 June 2026. The top 10 are 78.9% of the money. It changed about 4.6% of the portfolio this quarter.

Value

$352m

Stocks

Top 10 share

78.9%

Turnover

4.6%

What changed this quarter

New

Bought for the first time this quarter.

OracleORCL
2.4% of the fund
Lennox InternationalLII
0.5% of the fund
JPMorgan ChaseJPM
0.1% of the fund
Costco WholesaleCOST
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
Vanguard Index FDSVOO
<0.1% of the fund

Added

Bought more of a stock they already held.

Berkshire HathawayBRK-B
2.4% of the fund
+11%
Ishares Silver TRSLV
1.9% of the fund
+5%
World Gold TRGLDM
1.8% of the fund
+13%
AppleAAPL
0.5% of the fund
+20%
NvidiaNVDA
0.3% of the fund
+74%

Cut

Sold some of their stake.

Vanguard Intl Equity Index FVWO
1.0% of the fund
-3%
Ishares TRIEFA
0.5% of the fund
-10%
AlphabetGOOGL
0.2% of the fund
-45%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
-4%
IsharesIEMG
0.2% of the fund
-10%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVNQ
Share
23.5%
Value
$83m
Shares
857,363
Held
State STR Spdr S&P 500 ETF TSPY
Share
14.8%
Value
$52m
Shares
69,908
Held
Vivmark ResidentialVMRK
Share
11.6%
Value
$41m
Shares
603,185
Held
PrologisPLD
Share
5.8%
Value
$20m
Shares
150,185
Held
Vanguard Index FDSVTI
Share
4.8%
Value
$17m
Shares
45,938
Held
Berkshire Hathaway INC DELBRK-A
Share
4.5%
Value
$16m
Shares
21
Held
Vanguard Tax-Managed FDSVEA
Share
4.0%
Value
$14m
Shares
196,873
Held
Equity Lifestyle PropertiesELS
Share
3.6%
Value
$13m
Shares
198,260
Held
Enterprise Products Partners L.P.EPD
Share
3.2%
Value
$11m
Shares
306,976
Held
Vanguard Intl Equity Index FVT
Share
3.1%
Value
$11m
Shares
70,182
Held
Public StoragePSA
Share
2.8%
Value
$10m
Shares
30,780
Held
Americold Realty TrustCOLD
Share
2.5%
Value
$9m
Shares
566,170
Held
Berkshire HathawayBRK-B
Share
2.4%
Value
$9m
Shares
17,043
+11%
OracleORCL
Share
2.4%
Value
$8m
Shares
56,722
New
Ishares Silver TRSLV
Share
1.9%
Value
$7m
Shares
125,061
+5%
World Gold TRGLDM
Share
1.8%
Value
$6m
Shares
79,348
+13%
Williams CompaniesWMB
Share
1.3%
Value
$5m
Shares
61,760
Held
Vanguard Intl Equity Index FVWO
Share
1.0%
Value
$4m
Shares
61,114
-3%
Ishares TRIEFA
Share
0.5%
Value
$2m
Shares
18,548
-10%
AppleAAPL
Share
0.5%
Value
$2m
Shares
5,951
+20%
Lennox InternationalLII
Share
0.5%
Value
$2m
Shares
3,000
New
Vanguard Index FDSVV
Share
0.4%
Value
$1m
Shares
3,800
Held
Ishares TREFA
Share
0.3%
Value
$1m
Shares
11,268
Held
NvidiaNVDA
Share
0.3%
Value
$1m
Shares
5,093
+74%
Ishares TRIJR
Share
0.3%
Value
$934,056
Shares
6,298
Held
Vanguard Scottsdale FDSVONV
Share
0.2%
Value
$831,876
Shares
7,825
Held
Ishares TRIVV
Share
0.2%
Value
$823,779
Shares
1,100
Held
Etfs Gold TRSGOL
Share
0.2%
Value
$768,155
Shares
20,093
Held
AlphabetGOOGL
Share
0.2%
Value
$693,298
Shares
1,940
-45%
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$589,620
Shares
7,461
-4%
IsharesIEMG
Share
0.2%
Value
$547,241
Shares
6,606
-10%
MicrosoftMSFT
Share
0.1%
Value
$475,600
Shares
1,275
Held
Ishares TRESGU
Share
0.1%
Value
$414,412
Shares
2,532
Held
Ishares TRACWI
Share
0.1%
Value
$391,483
Shares
2,494
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$365,628
Shares
1,117
New
Costco WholesaleCOST
Share
<0.1%
Value
$316,189
Shares
338
New
TangerSKT
Share
<0.1%
Value
$315,760
Shares
8,000
Held
Goldman Sachs GroupGS
Share
<0.1%
Value
$303,411
Shares
300
New
Amazon.comAMZN
Share
<0.1%
Value
$286,008
Shares
1,200
Held
AlphabetGOOG
Share
<0.1%
Value
$254,398
Shares
720
Held
Pebblebrook Hotel TrustPEB
Share
<0.1%
Value
$232,920
Shares
12,000
Held
Vanguard Index FDSVOO
Share
<0.1%
Value
$208,790
Shares
304
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVNQ	23.5%	$83m	857,363	Held
State STR Spdr S&P 500 ETF TSPY	14.8%	$52m	69,908	Held
Vivmark ResidentialVMRK	11.6%	$41m	603,185	Held
PrologisPLD	5.8%	$20m	150,185	Held
Vanguard Index FDSVTI	4.8%	$17m	45,938	Held
Berkshire Hathaway INC DELBRK-A	4.5%	$16m	21	Held
Vanguard Tax-Managed FDSVEA	4.0%	$14m	196,873	Held
Equity Lifestyle PropertiesELS	3.6%	$13m	198,260	Held
Enterprise Products Partners L.P.EPD	3.2%	$11m	306,976	Held
Vanguard Intl Equity Index FVT	3.1%	$11m	70,182	Held
Public StoragePSA	2.8%	$10m	30,780	Held
Americold Realty TrustCOLD	2.5%	$9m	566,170	Held
Berkshire HathawayBRK-B	2.4%	$9m	17,043	+11%
OracleORCL	2.4%	$8m	56,722	New
Ishares Silver TRSLV	1.9%	$7m	125,061	+5%
World Gold TRGLDM	1.8%	$6m	79,348	+13%
Williams CompaniesWMB	1.3%	$5m	61,760	Held
Vanguard Intl Equity Index FVWO	1.0%	$4m	61,114	-3%
Ishares TRIEFA	0.5%	$2m	18,548	-10%
AppleAAPL	0.5%	$2m	5,951	+20%
Lennox InternationalLII	0.5%	$2m	3,000	New
Vanguard Index FDSVV	0.4%	$1m	3,800	Held
Ishares TREFA	0.3%	$1m	11,268	Held
NvidiaNVDA	0.3%	$1m	5,093	+74%
Ishares TRIJR	0.3%	$934,056	6,298	Held
Vanguard Scottsdale FDSVONV	0.2%	$831,876	7,825	Held
Ishares TRIVV	0.2%	$823,779	1,100	Held
Etfs Gold TRSGOL	0.2%	$768,155	20,093	Held
AlphabetGOOGL	0.2%	$693,298	1,940	-45%
Vanguard Scottsdale FDSVCSH	0.2%	$589,620	7,461	-4%
IsharesIEMG	0.2%	$547,241	6,606	-10%
MicrosoftMSFT	0.1%	$475,600	1,275	Held
Ishares TRESGU	0.1%	$414,412	2,532	Held
Ishares TRACWI	0.1%	$391,483	2,494	Held
JPMorgan ChaseJPM	0.1%	$365,628	1,117	New
Costco WholesaleCOST	<0.1%	$316,189	338	New
TangerSKT	<0.1%	$315,760	8,000	Held
Goldman Sachs GroupGS	<0.1%	$303,411	300	New
Amazon.comAMZN	<0.1%	$286,008	1,200	Held
AlphabetGOOG	<0.1%	$254,398	720	Held
Pebblebrook Hotel TrustPEB	<0.1%	$232,920	12,000	Held
Vanguard Index FDSVOO	<0.1%	$208,790	304	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 32.7% since 30 June 2025.

Where the money is

Real estate26.5%

Technology3.3%

Utilities3.2%

Financial services2.6%

Energy1.3%

Industrials0.5%

Media & telecom0.3%

Everyday goods0.1%

Retail & consumer0.1%

Other62.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.